See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $13,653 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,664 | $46,072+64.2% | $70,014+8.1% | $55,167+37.2% |
| Participation rate | 39.3% | 67.5%-28.2pp | 71.8%-32.5pp | 69.0%-29.7pp |
| Annual return | 9.18% | 8.68%+0.5pp | 12.99%-3.8pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,410 | $1,500-6.0% | $2,338-39.7% | $1,963-28.2% |
| Participant deferral / active EE | $2,188 | $2,344-6.6% | $2,931-25.3% | $3,054-28.3% |
| Admin fee / account holder | $287 | $428-32.9% | $4,380-93.4% | $504-43.1% |